How to Complete a Medical Form Prior to Your Appointment

In this guide, we’ll walk you through how to complete and submit forms through the clinic’s Client Portal.

Completing required forms ahead of your appointment allows the clinic to better understand your medical history, preferences, or treatment goals. This ensures that your provider has accurate information, and allows for a smoother, more personalized experience.

Step 1: Check Your Email or SMS

Once your appointment is booked, you’ll receive a confirmation via email, SMS, or both —depending on the clinic’s settings. This message will include a link to complete any required forms before your visit.

Step 2: Click the “Complete Form” Button

Once you open the email or SMS, click the “Complete Form” button. This will take you to a secure form within the Client Portal, where you can safely enter and submit your information.

After opening the form, you’ll be prompted to either complete it immediately or return to it later. Click “Complete” to begin filling out the form right away.

Step 3:  Fill Out and Submit the Form

Once the form is open, enter all the required information carefully. When you’re done, click “Save form” at the bottom of the form to save your responses. The clinic will then be notified that you’ve completed the form.

Alternatively, you can also access your forms by logging into the Client Portal and navigating to the ''Communications'' section. There, you’ll find all emails sent by the clinic. Open the message containing the form and click “Complete Form” to begin. Then, simply follow the same steps outlined above to complete and submit it.

Now that you know how to complete a medical form before your appointment, you can ensure the clinic has all the necessary information to provide you with the best possible care.